Absolute Return Strategy
The strategy pursues positive total returns through dynamic allocations to equity, fixed income, and alternative investments.
Competitive advantages
Advanced portfolio construction
The team uses proprietary risk-based portfolio construction techniques that are transparent, diversified, efficient, and robust.
Tactical asset allocation (TAA)
The team is one of the longest-tenured global TAA managers, with a proven track record of adding value for clients since 1980.
Downside risk management
Innovative risk management strategies since 2015 have helped preserve capital while considering cost, consistency, and reactivity.
A long-term, value-oriented perspective with short-term adaptability
The team’s culture is a differentiating strength and includes a rich variety of backgrounds, thinking, and complementary skill sets.